Cutting edge, easy to use and quick to activate, Prospect Generator will help you build strategic client acquisition lists from WealthEngine’s proprietary database of 7M individuals worth $1M+. You set the criteria based on your needs:

Step 1: Set Your Criteria

• Geographic area
• Net worth
• Real estate property values and number of properties
• Income/salary threshold
• Stock & option holdings
• Size of political contributions
• Search by affiliation

Fast and easy, Prospect Generator gives you instant results that can be downloaded into a spreadsheet or your customer relationship management (CRM) database for further segmentation. You take the data and use it for prospecting, up-selling and direct marketing. Our sophisticated Investment Rating shows you the strength of the prospect and the reliability of the data.

Generate a list based on an organization type and focus on individuals who are tied to organizations through Guidestar data and Charitable Giving data.

Within seconds, quickly scan and sort the list for your top prospects.

Step 2: Generate Your Online List

Step 3: Export in Excel or CRM Database
Create mailing lists, delete those that you don’t want and/or upload into your CRM database for further marketing. Use the Investment Rating to segment and rank your marketing campaigns.

Click here for a free demo and more information or call us at 800.933.4446.